$25.3M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2008
- Office Locations
- 1
Office Locations
11555 Medlock Bridge Road Suite 100 Johns Creek GA
About Kindzia Investments
Kindzia Investments is an independent RIA in Johns Creek, GA providing financial planning and discretionary portfolio management, including tax, estate, and insurance planning. The firm emphasizes building reliable passive-income strategies, primarily via public funds and ETFs, and may use solutions like real estate/DSTs and annuities for qualified clients. Custody through Fidelity/NFS.
Team overview
49 AVG AGE
$25.3M AVG AUM / ADVISOR
$631.3K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL DAVID KINDZIA
Investment Advisor, President
- CRD
- #4392063
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,250,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,250,881 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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